Account Manager | Employee Benefits

CBIZ, Inc.•Kansas City, MO

43d•Hybrid

About The Position

Essential Functions and Primary Duties Client Relationship Management Serve as the primary liaison for a portfolio of mid- to large-market clients. Build and maintain strong, long-term relationships with clients, understanding their business needs and objectives. Proactively address client concerns and provide timely resolutions to ensure satisfaction. Open Enrollment and Renewal Meetings Plan, coordinate, and conduct open enrollment meetings to educate clients and their employees about their benefits offerings. Lead renewal meetings to review plan performance, present renewal options, and guide clients in selecting optimal benefits solutions. Deliver engaging and informative presentations tailored to client-specific needs. Strategic Consulting Analyze client needs and provide strategic recommendations for employee benefits plans, ensuring alignment with market trends and regulatory requirements. Collaborate with internal teams to design and implement customized benefits solutions. Stay informed about industry trends, new products, and legislative changes impacting employee benefits. Account Management Oversee the day-to-day management of client accounts, ensuring timely and accurate delivery of services. Coordinate with carriers, vendors, and internal teams to resolve issues and implement client requests. Monitor plan performance and provide regular updates and reporting to clients. Compliance and Documentation Ensure all client accounts are managed in compliance with applicable laws and regulations. Maintain accurate and up-to-date records of client interactions, benefits plans, and related documentation. Provide service delivery to an assigned block of clients Resolve moderately complex customer service problems directly Act as an outward-facing, dedicated resource for assigned accounts, typically with direct client contact (not call center) on assigned accounts Build relationships with employer/group clients (not individual members) and serve as the primary point of contact for overall and day-to-day service delivery Represent the client internally and coordinate with other functions to implement client systems, complete projects, and address ongoing service needs Escalate client concerns when appropriate Assist client services management in conducting client meetings as needed Inputs data into appropriate software for vendors/carriers/clients withinthe required timeframe Coordinate employee communications for enrollment Participate in new client set-up, renewals, and open enrollment meetings Establish and preserve a solid business rapport with clients and vendors Discuss with clients applicable legislation and market trends Ensure that all internal controls and procedures are followed Generate client interest in additional lines of coverage Additional responsibilities as assigned May provide guidance and direction to less-experienced client service staff Complexity is based on the degree of uncertainty, financial risk, technical requirements, urgency, and volume or size.

Requirements

High School Diploma or GED required
3 to 5 years customer service experience in the insurance industry required
Must maintain current required licenses and certifications relevant to field of expertise
Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Effective customer service skills
Proficient use of applicable technology
Ability to work in team environment as well as independently
Must be able to travel based on client and business needs

Nice To Haves

Proven track record of managing mid to large-market client accounts.
Life, Accident, and Health Insurance License for Minnesota
Experience managing fully insured, level-funded, and self-funded groups
Open Enrollment and renewal experience
Bachelor's degree in Business, Human Resources, or a related field preferred.
Relevant certifications (e.g., Life and Health License, CEBS) are a plus.
Proficient in Employee Navigator

Responsibilities

Serve as the primary liaison for a portfolio of mid- to large-market clients.
Build and maintain strong, long-term relationships with clients, understanding their business needs and objectives.
Proactively address client concerns and provide timely resolutions to ensure satisfaction.
Plan, coordinate, and conduct open enrollment meetings to educate clients and their employees about their benefits offerings.
Lead renewal meetings to review plan performance, present renewal options, and guide clients in selecting optimal benefits solutions.
Deliver engaging and informative presentations tailored to client-specific needs.
Analyze client needs and provide strategic recommendations for employee benefits plans, ensuring alignment with market trends and regulatory requirements.
Collaborate with internal teams to design and implement customized benefits solutions.
Stay informed about industry trends, new products, and legislative changes impacting employee benefits.
Oversee the day-to-day management of client accounts, ensuring timely and accurate delivery of services.
Coordinate with carriers, vendors, and internal teams to resolve issues and implement client requests.
Monitor plan performance and provide regular updates and reporting to clients.
Ensure all client accounts are managed in compliance with applicable laws and regulations.
Maintain accurate and up-to-date records of client interactions, benefits plans, and related documentation.
Provide service delivery to an assigned block of clients
Resolve moderately complex customer service problems directly
Act as an outward-facing, dedicated resource for assigned accounts, typically with direct client contact (not call center) on assigned accounts
Build relationships with employer/group clients (not individual members) and serve as the primary point of contact for overall and day-to-day service delivery
Represent the client internally and coordinate with other functions to implement client systems, complete projects, and address ongoing service needs
Escalate client concerns when appropriate
Assist client services management in conducting client meetings as needed
Inputs data into appropriate software for vendors/carriers/clients withinthe required timeframe
Coordinate employee communications for enrollment
Participate in new client set-up, renewals, and open enrollment meetings
Establish and preserve a solid business rapport with clients and vendors
Discuss with clients applicable legislation and market trends
Ensure that all internal controls and procedures are followed
Generate client interest in additional lines of coverage
Additional responsibilities as assigned
May provide guidance and direction to less-experienced client service staff